AWM
IBTE

Alterna Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Alterna Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,115
Closed -$267K – 116
2024
Q3 		$267K Sell
11,115
-8,506
-43% -$204K 0.24% 77
2024
Q2 		$471K Buy
19,621
+5,014
+34% +$120K 0.41% 57
2024
Q1 		$350K Buy
14,607
+3,180
+28% +$76.1K 0.28% 64
2023
Q4 		$273K Buy
+11,427
New +$273K 0.33% 61